To get started, ask yourself: What are my business goals? What point do I want to make with a CRM? And just go from there in search of a suitable CRM. They say that a specific customer relationship management system can be fit for businesses of all shapes and sizes. That’s why it’s important to figure out what’s hidden behind the notions of a small business CRM and an enterprise CRM. With this knowledge in hand, you may easily decide which one fits your company.
Every journey of problem-solving starts with framing, so let’s find out what are the major differences between these CRM types and how each of them handles business set tasks. Dual focus is crucial, and there are some factors that should influence your choice. After all, you need both to create tangible, lasting connections with the customers and set up communication waypoints inside the team.
Covering a Conception of an Enterprise CRM
CRM systems have become a life-giving part in point of any business, and at the enterprise level, they serve to the needs of a really big companies. The solution keeps track of marketing campaigns, sales performance, inside operations and the like. As cliche as it sounds - a tool for managing data, yet the definition is far not so simple. The small business workflow and processes are contrastive to the enterprise ones - the large companies are more complicated. To fulfill the wide range of requirements, these CRMs provide a whole bunch of various features and come up with a kind of add-ons store - where you can buy some automation, customizations, additional options, and consultant services as well. Roughly speaking, your workflow can be turned into a customized assembly line with tailored processes, added roles, and the like. Thus, such changes require the help of a consultant and a developer. On the whole, an enterprise CRM is a robust and quite complicated system that may be difficult to set up, but it brings efficiency into all business processes.
On the plus side: this type of CRM more than often offers advanced reporting, sales forecasting, and powerful analytics - so the average worker can do the job, as well C-level managers, can oversight the overall performance. Usually, the decision to buy a CRM in a large company comes from the highest level – CEO or CFO – with the aim to enhance the needs of every department. CEO won’t be an end user of the CRM, however, he / she will require the high-level reports on the overall company performance. Due to managers’ omission, the add-ons, possibly, will complicate the user experience of the workers.
Dispelling a Notion of a Small Business CRM
Basically, small business CRM shares the main features and options available in the enterprise CRM suite. In other words, you can track sales performance, marketing campaigns (if the solution offers some integration with marketing apps or services), and also manage customer information, and develop relationships. In comparison to the enterprise CRMs, these are simpler and don’t bombard its users with the endless list of various useful (paid) add-ons. Naturally, in the small business the owner or CEO will be closer to the end users, and perhaps will also use the CRM. So in the selection process, the decision-maker will place more emphasis on the simplicity and usability of the solution while during the enterprise CRM choice – the main focal point is analytics and security of data.
As small business owners don’t have a pile of money to burn out on an IT team, consultants, and training how to use the new CRM, they select the solution that has little or no setup and will be ready for usage, saving the time and earning money almost immediately after the implementation. With the less complicated toolbox and intuitive to some extent, the small CRMs are easier to use and often picked up by the business owners, but they also less powerful in contrast to the enterprise CRMs.
Small Business CRMs vs Enterprise CRMs: 4 Points to Remember While Hunting for a New CRM
#1 End User-Friendly CRM
To kick things off, challenge yourself and answer how much time and resources you are ready to spend on tuning up a new CRM and teaching your employees how to use it. Besides, before giving your respond, think over about the tech level of your workers – whether they will face some difficulties in entering and updating customers’ and performance data into the CRM.
It is a dead-simple – the CRM system as much good as you apply it, so it is better to choose the one your team (and you) will actually use on a daily basis. Also, you need to sure that your staff can work with the CRM – or you have a budget on a consultant who will teach them how to use it.
Once your CRM shopping doesn’t include the expenses on a consultant, there is a way out – you may choose a CRM with free online training or / and some kind of customer support. As a rule, small business CRMs are intuitive and provide an easy set up along with the various tutorials, ebooks, guides, and (possibly) customer service.
In case your budget allows to hire a consultant or order paid customer support, provide your team with the consistent onboarding to the CRM. As a rule, these things work best for the enterprise CRM.
#2 Feature Set
The next question deals with the toolbox of your future CRM: what features are vital for your business? Here is you should divide what you want and what you need to develop customer relationship successfully. Moreover, it is highly advised to discuss this topic with the end user - your team - before buying a CRM.
However, if you want an extended feature set - including sales and marketing automation, forecasting, analytic reporting, social media integration, then the enterprise CRM is just the job. Continuing this topic, the CRM consultant becomes a must for training your team how to cope with these fancy tools and get the maximum value of a solution you’ve bought, and also enhance customization setting up.
Focusing on shared problems, small businesses require automation and reporting, as well as the large enterprises, yet it, usually, doesn’t need highly elaborative versions of these options. On the flip side, running sales like an assembly line with dozens of automatically sent emails is doubtfully a way to win more customers. Plus, the personal customer service attracts more clients to your business.
When it comes time to move from inspiration to ideation, don’t make your business a replication of an enterprise. You may gain awaited clients and so desirable results with the feature set offered by a small business CRM. Moreover, choose a CRM vendor who provides the basic CRM features along with some add-ons and customizations. That will deliver you wanted opportunities on a smaller scale but still useful for developing customer relationships. And one more thing - a simpler solution works better and reduces the thread of system crashes.
#3 A Matter of Price
Once you select a CRM, apart from evaluating intuitiveness and toolbox, think about as much vital thing as a price. Despite the functionally and simplicity, you should consider the overall cost of the buying a specific CRM and ensure that your budget can meet these expenses. Pay attention also to possible need of hiring a CRM consultant to train your staff and help with the customizations and other system settings. Besides, include the total cost of your desired solution - how many end users will you need, or will you require some extra seats for a newly coming employees, etc.
CRM market offers a wide choice of small business CRM vs enterprise CRM at different prices, feature sets, and extra options. Thus, it is not a secret that a small business solution is more affordable that an enterprise one. Large companies are ready to meet the costs that come with the fancy features, customizations, and additional (paid) options. Talking about small business, the elaborated tool set of an enterprise CRM may become an obstacle in usage and pay as well.
#4 Current Business Requirements
Your company grows, and you need a flexible CRM to support its success. Logically, think about what features does your team require right now? What type of CRM can you handle and avoid over budgeting? What solution will enhance your workflow?
The wisest step here is to stick with a CRM that corresponds to your current business type - dead-simple: small business CRM for a small business and an enterprise CRM for an enterprise or large company. If you want to get a CRM for growing your company, remember one thing - the more complex solution also more difficult in usage, comes with the elaborated (as a rule unnecessary) features and customizations, as well as extra expenses that your small business doesn’t need right now. So, choose a CRM to fulfill your business requirements, enhance team performance, and strengthen relationships with the customers.
Move to Your Perfect CRM
If you feel your current platform lacks any of the core capabilities, your next task is to find the desired solution and move the CRM data from the existing CRM system to the new one. In this case, you can use an automated migration service Data2CRM. The SaaS enables you to benefit with easy-to-use interface and the following functionality:
- guaranteed security of the records and an opportunity to sign the Non-Disclosure Agreement (NDA);
- detailed fields and users mapping to satisfy the business requirements;
- free Demo Migration to explore how the service works;
- no interruptions of the company processes during the import;
- run the transfer over by using Migration Insurance in case you want to make any changes.
To Sum Up
Take into consideration these tips and be prepared for exploring CRM software demos with precise goals and purposes.
If you want to try out a new CRM solution, you can do that by importing some amount of your data into the desired platform by running a free Demo Migration.
Don't wait up, start using a CRM solution today!